Connect ZarMoney and Salesflare to Build Intelligent Automations

Choose a Trigger

ZarMoney

When this happens...

Choose an Action

Salesflare

Automatically do this!

Ready to use ZarMoney and Salesflare automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Created

New Workflow Step Created

Runs when new workflow step created

Request a new Trigger for ZarMoney

Do thisActions

Action is the task that follows automatically within your ZarMoney integrations.

Create a class

Create a class

create a class.

Update a Class

Update a Class

Update a Class

Create a taxTypes

Create a taxTypes

Create a taxTypes.

Add a customer

Add a customer

Create a customer.

Update a customer

Update a customer

Update a customer.

Create a Vendor

Create a Vendor

Create a Vendor.

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Frequently Asked Questions

How do I start an integration between ZarMoney and Salesflare?

To start, connect both your ZarMoney and Salesflare accounts to viaSocket. Once connected, you can set up a workflow where an event in ZarMoney triggers actions in Salesflare (or vice versa).

Can we customize how data from ZarMoney is recorded in Salesflare?

Absolutely. You can customize how ZarMoney data is recorded in Salesflare. This includes choosing which data fields go into which fields of Salesflare, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZarMoney and Salesflare?

The data sync between ZarMoney and Salesflare typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ZarMoney to Salesflare?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ZarMoney and Salesflare?

Yes, you can set conditional logic to control the flow of data between ZarMoney and Salesflare. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ZarMoney

About ZarMoney

ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.

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Salesflare

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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